Privacy Settings

Strictly Necessary

Required for the website to function. Cannot be disabled.

Always active

Analytics

Help us understand how visitors use the site so we can improve it.

Marketing

Used to deliver relevant ads and track their effectiveness.
← Smileforyou
CRMAutomation Project Healthcare & Dental

Smileforyou · HubSpot Team Setup

This phase covers Smileforyou’s HubSpot onboarding and automation planning. The available notes link to shared project materials but do not describe completed changes.

Meetings 11

This phase covers Smileforyou’s HubSpot onboarding and automation planning. The available notes link to shared project materials but do not describe completed changes.

What was built

  • The recorded scope is HubSpot onboarding for the team.
  • Automation is part of the recorded project scope.
  • Shared planning materials are linked below; completed features are not documented.

Other projects in this case study

  • HubSpot Integration

    HubSpot brings Smileforyou’s appointments, treatment progress and patient follow up together. Bookings from Ivoris appear automatically, while the current treatment stage determines the team’s next…

    Read case study

Ready to give your company a brain?

Book a free evaluation. We look at your stack and tell you straight whether we are a fit.

Free evaluation